Organization Bulk Upload Template

Download Bulk Upload Template

You can download the Bulk Upload Template CSV file from SAFE by following the steps below:

1. Navigate to Third-party on the left navigation.

2. In the Organization List, click the down arrow next to Add Organization.

3. Select the Bulk Upload option.

4. On the modal, click the Download Template button.

5. The system downloads a CSV template file to your system.

Instructions to Fill the Bulk Upload Template

• CSV files of up to 5 MB are allowed.

• Each row contains details about an organization.

Bulk Upload Fields

Mandatory Fields

These fields are required for both insurance and non-insurance use cases:

1. Organization Name: Full name of the organization.

2. Domain: Primary domain of the organization.

3. Revenue (in dollars): Annual revenue of the organization in USD.

4. Industry: Industry sector to which the organization belongs.

5. Assessment Type: The type of assessment to be conducted.

Additional Mandatory Fields for Non-Insurance Use Case

1. Country of Service Delivery: Country where the organization primarily delivers its services.

2. Business Resource: Resource type representing the organization’s focus.

Additional Mandatory Fields for Insurance Use Case

1. Country of Headquarter: Country where the organization’s headquarters is located.

2. Number of Employees: Total number of employees in the organization.

Optional Fields

These fields can be included but are not mandatory:

1. Primary Business Unit: Main business unit associated with the organization.

2. Business Relationship: Type of relationship with the organization.

3. Organization Contact Name: Name of the primary contact at the organization.

4. Organization Contact Email: Email address of the primary contact.

5. Internal Business Owner Name: Name of the internal stakeholder managing the relationship.

6. Internal Business Owner Email: Email address of the internal stakeholder.

7. Onboarding Source: Source from which the organization data was onboarded. For example: ‘User Defined’

Upload Bulk Upload

Once you have the bulk upload data prepared, follow these steps to upload the file:

1. Navigate to Third-party on the left navigation.

2. In the Organization List, click the down arrow next to Add Organization.

3. Select the Bulk Upload option.

4. On the modal, drag the report CSV file directly or browse and upload the file.

5. Click the Upload button.

6. Verify if the upload is successful.

Handling Validation Errors

If the uploaded CSV file contains validation errors, the system will provide a downloadable file within the modal. This file will include all the validation errors encountered during the upload process, with specific details for each row. You can use this file to identify and rectify the issues in the CSV before re-uploading